Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / WEC
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
74,177
-
Shares change
-
-47,721
-
Total reported value, excl. options
-
$6,542,000
-
Value change
-
-$4,433,860
-
Number of buys
-
2
-
Number of sells
-
-5
-
Price
-
$88.21
Significant Holders of Wisconsin Egy Cp Hldg Co - WEC (WEC) as of Q3 2021
7 filings reported holding WEC - Wisconsin Egy Cp Hldg Co - WEC as of Q3 2021.
Wisconsin Egy Cp Hldg Co - WEC (WEC) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 74,177 shares
.
Largest 7 shareholders include Gulf International Bank (UK) Ltd (63,525 shares), West Oak Capital, LLC (6,690 shares), Opus Capital Group, LLC (2,811 shares), LeJeune Puetz Investment Counsel LLC (1,151 shares), Gemmer Asset Management LLC (0 shares), Swaine & Leidel Wealth Services, LLC (0 shares), and Tower View Investment Management & Research LLC (0 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.